Can value investing survive in the post-Covid age?

In FE Trustnet, Tony Yarrow, co-manager of the Wise Multi-Asset Income Fund and Multi-Asset Growth Fund, discusses value investing in the current landscape, sharing his insights on the mining, construction, financial, property and retail sectors. Link

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Too early to ‘flash the V’ for V-shaped recovery sign

“Because we do not know when a successful Covid-19 treatment or vaccine will arrive, uncertainty will be the watchword for the foreseeable future.” In Investment Week, Sushil Wadhwani, manager of the PGIM QMAW Keynes Systematic Absolute Return fund, explains why it is too soon for investors to ‘flash the V’ for a V-shaped recovery sign. […]

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The property opportunity you might not be aware of

In FE Trustnet, PGIM Real Estate’s Rick Romano, Cohen & Steers’ Jon Cleigh, Neuberger Berman’s Gillian Tiltman and John Creswell of Duff & Phelps, who manage Nordea’s Global Real Estate strategy, explain why now is an ideal time to invest in REITs. Link

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“The same old industry”? Hedge funds and crisis alpha in the coronavirus era

“For our portfolios, we are looking for more uncorrelated strategies which will underperform during an equity bull market but will better handle volatile markets.” In Hedgeweek, Cédric Vuignier, head of manager research and alternative investments at SYZ Asset Management, reflects on the performance of hedge fund strategies in the current crisis, stating they’re in a good position […]

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Richard Staveley’s top deep value UK small-cap picks

“When the economy begins to recover, there will be a vast acceleration in activity in UK small caps, where an even wider range of companies will need further capital to enable growth.” In Citywire Wealth Manager, Richard Staveley, managing director of strategic public equity at Gresham House, shares his top value stock picks in the small cap […]

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Valuation concerns as investors clamour for short-term certainty

In Investment Week, Richard Staveley, managing director of strategic public equity at Gresham House, Jeremy Hewlett, UK equities fund manager at Mirabaud Asset Management, Laurence Taylor, portfolio specialist in the T. Rowe Price equity division, and Raj Shant, portfolio specialist at Jennison Associates of PGIM, discuss over-valuation concerns as investors seek out short-term certainty in […]

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Stakeholder Theory: The right thing is often the most profitable thing

“Investors should be keenly aware of the behaviour of individual companies during the global pandemic, as actions taken now will have direct ramifications for profitability in the coming years” In ESG Clarity, Chris Elliott, manager of the Evenlode Global Income Fund, discusses how the responses from companies in the fund’s portfolio, such as PepsiCo, eBay […]

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